Asset One Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated April 10, 2026, reports $983M in regulatory assets under management, 19 employees, 5 offices, and 3,056 accounts.
Assets Under Management
$983M
Employees
19
Offices
5 offices
Total Clients
1,173
Primary office
BELLEVUE, WA
11201 SE 8TH STREET, SUITE 105, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.7% of total clients.
Top client categories% of clientsClients
1
Individuals
75.7%
888
2
HNWI
24.0%
282
3
Charitable
0.2%
2
4
Corporations
0.1%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$983Mas of April 10, 2026
Discretionary100.0%
$983M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$983M
Total Accounts3,056
10Y AUM Change+$983M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee62:1
10Y Employee Change+14 (+280.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.